- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with Ultra High Net worth clients,wealth management,portfolio management.
- Responsible for primarily selling all kind of Equity based investment products, for achieving targets as assigned by the organization on a monthly basis.
- Candidates should be have Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix.
- Should be undrestanding KYC/SEBI rules, regulations, and legislation governing the financial services industry.
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